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Core Identity Fields

These fields identify the work item and are always loaded.

Scheduling and Date Fields

Planningboard uses both actual and planned dates to support baseline planning and schedule variance tracking.
start_date and end_date drive plan assignment logic. planStartDate and planEndDate are stored for baseline reference only and do not affect which Plan an item is placed in.

Effort and Capacity Fields

These fields power the capacity bar and capacity load calculations. Planningboard derives effort, effortDone, and effortTodo from Polarion’s time-tracking fields or from a custom capacity field (configured via the capacityField widget parameter).

Effort Calculation Modes

Effort calculation modes: time-tracking mode deriving effort, effortDone, and effortTodo from initialEstimate, timeSpent, and remainingEstimate, versus custom field mode deriving them from a named custom field
All Plans in a project must use the same calculation type (time-based or custom field). Mixing calculation types across Plans causes incorrect effort summation in capacity bars. Verify this in your Polarion project configuration before enabling capacity load.
See Capacity Parameters for the full parameter listing.

Resource Assignment Fields

These fields control which swimlane an item appears in and support multi-resource assignment scenarios.
resourceIds stores all assignees when multiple users are assigned. However, Planningboard’s capacity load does not distribute effort across multiple assignees — the item’s full effort appears under each assigned swimlane. This is a known limitation relative to Nextedy GANTT’s multi-assignee support. See Assignee Mode for details.

Assignment Mode Impact on Resource Fields

See Assignment Modes for configuration details for each mode.

Dependency Fields

Dependency links are visualized as arrows on the board when Show Dependencies is enabled in the toolbar. The link roles that define dependency relationships are configured via the Dependency Roles widget parameter. See Work Items Parameters for the PARAMETER_DEPENDENCY_LINK_ROLE setting.
When a user clicks a card, the Work Item Properties sidebar opens. The fields shown in the sidebar are configured via the Sidebar Fields widget parameter (PARAMETER_SIDEBAR_FIELDS). Additional fields can be added by listing their Polarion field IDs in the sidebar fields configuration. Users can also personalize visible fields using the gear icon in the sidebar; these personal selections apply only to that user and affect all work items of the same type.
When you save changes in the sidebar, Planningboard preserves your swimlane and scroll position. The board does not jump back to the top after saving.

Card Display Fields (Item Script)

The content of each card is customizable via the Item script in the Advanced Parameters section. The wiFields API exposes work item fields for rendering.

Commonly Used Fields in Item Scripts

A common request is to show the assignee alongside the work item ID, title, and remaining estimate. Add wiFields.assignee().render() to the Item script in the Advanced properties section. See Item Script API for the full wiFields reference.
See Advanced Parameters for the Item script parameter, and Item Script API for the complete wiFields API surface.

Work Item Type Filtering

The wiType widget parameter restricts which work item types are loaded onto the board. Only items matching the specified type ID are shown; items of other types are excluded from both the board and the unplanned sidebar. Changing the work item type also affects which enum field values are available in the Rows Filter for Enumeration Field swimlane mode — enum options are type-specific and reflect the per-type enumeration configuration in Polarion.

Query and Scope Fields

These parameters determine which work items are loaded onto the board.
Field flow from Polarion Work Item through the query filter and PlanningBoardDataService field mappings to the rendered card on the board

Configuration Example

The following widget parameter excerpt shows a typical Work Items configuration referencing these fields:
sidebarFields takes a comma-separated list of Polarion field IDs. Use exact field IDs as they appear in your Polarion project configuration — wrong IDs fail silently.

Limitations

  • No multi-assignee effort distribution. When a work item has multiple assignees (resourceIds), its full effort is counted under each assigned swimlane rather than split proportionally. This differs from Nextedy GANTT behavior.
  • Sub-item effort distribution not supported. Capacity bars reflect effort on the direct work item only; child item effort is not automatically rolled up.
  • Enum swimlane restrictions. The status, resolution, and type built-in Polarion fields cannot be used as Enumeration Field swimlane sources.
  • Parent mode and normalization. Assignment mode Parent Item (PARENT) does not support plan normalization (planCellsMode).
  • Calculation type consistency. All Plans in the project must use the same calculation type. Mismatches produce incorrect capacity totals with no runtime error.

KB Articles
  • Planningboard interface & basic interactions
  • Planningboard Widget Parameters
  • Swimlane Assignment Types
Support TicketsSource Code
  • Config.java
  • PlanningBoardWidget.java
  • widget.vm
  • Item.java
  • enum-rows-filter.cy.ts
Last modified on July 10, 2026